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WOLFRAM RESEARCH, INC. 401(K) PLAN 401k Plan overview

Plan NameWOLFRAM RESEARCH, INC. 401(K) PLAN
Plan identification number 001

WOLFRAM RESEARCH, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WOLFRAM RESEARCH INC has sponsored the creation of one or more 401k plans.

Company Name:WOLFRAM RESEARCH INC
Employer identification number (EIN):371261248
NAIC Classification:511210
NAIC Description:Software Publishers

Additional information about WOLFRAM RESEARCH INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2223030

More information about WOLFRAM RESEARCH INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLFRAM RESEARCH, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MELISSA HARDEN REBECCA PORTH2018-09-27
0012016-01-01REBECCA PORTH, ADMIN COMM MEMBER REBECCA PORTH, DIRECTOR OF FINANCE2017-10-12
0012015-01-01REBECCA PORTH, ADMIN COMM MEMBER REBECCA PORTH, DIRECTOR OF FINANCE2016-10-07
0012014-01-01REBECCA PORTH, ADMIN COMM MEMBER REBECCA PORTH, DIRECTOR OF FINANCE2015-09-29
0012013-01-01REBECCA PORTH, ADMIN COMM MEMBER REBECCA PORTH, DIRECTOR OF FINANCE2014-10-03
0012012-01-01REBECCA PORTH, ADMIN COMM MEMBER REBECCA PORTH, DIRECTOR OF FINANCE2013-10-04
0012011-01-01REBECCA PORTH, ADMIN COMM MEMBER REBECCA PORTH, DIRECTOR OF FINANCE2012-08-28
0012009-01-01REBECCA PORTH, ADMIN COMM MEMBER REBECCA PORTH, DIRECTOR OF FINANCE2010-09-23

Plan Statistics for WOLFRAM RESEARCH, INC. 401(K) PLAN

401k plan membership statisitcs for WOLFRAM RESEARCH, INC. 401(K) PLAN

Measure Date Value
2022: WOLFRAM RESEARCH, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01603
Total number of active participants reported on line 7a of the Form 55002022-01-01427
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01215
Total of all active and inactive participants2022-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01643
Number of participants with account balances2022-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WOLFRAM RESEARCH, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01587
Total number of active participants reported on line 7a of the Form 55002021-01-01414
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01188
Total of all active and inactive participants2021-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01603
Number of participants with account balances2021-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WOLFRAM RESEARCH, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01642
Total number of active participants reported on line 7a of the Form 55002020-01-01417
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01169
Total of all active and inactive participants2020-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01587
Number of participants with account balances2020-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WOLFRAM RESEARCH, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01634
Total number of active participants reported on line 7a of the Form 55002019-01-01481
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01160
Total of all active and inactive participants2019-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01642
Number of participants with account balances2019-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WOLFRAM RESEARCH, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01639
Total number of active participants reported on line 7a of the Form 55002018-01-01461
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01172
Total of all active and inactive participants2018-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01634
Number of participants with account balances2018-01-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WOLFRAM RESEARCH, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01661
Total number of active participants reported on line 7a of the Form 55002017-01-01482
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01157
Total of all active and inactive participants2017-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01639
Number of participants with account balances2017-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WOLFRAM RESEARCH, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01633
Total number of active participants reported on line 7a of the Form 55002016-01-01504
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01157
Total of all active and inactive participants2016-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01661
Number of participants with account balances2016-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WOLFRAM RESEARCH, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01610
Total number of active participants reported on line 7a of the Form 55002015-01-01492
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01141
Total of all active and inactive participants2015-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01633
Number of participants with account balances2015-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WOLFRAM RESEARCH, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01607
Total number of active participants reported on line 7a of the Form 55002014-01-01496
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01114
Total of all active and inactive participants2014-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01610
Number of participants with account balances2014-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WOLFRAM RESEARCH, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01528
Total number of active participants reported on line 7a of the Form 55002013-01-01480
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01127
Total of all active and inactive participants2013-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01607
Number of participants with account balances2013-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WOLFRAM RESEARCH, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01553
Total number of active participants reported on line 7a of the Form 55002012-01-01409
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01119
Total of all active and inactive participants2012-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01528
Number of participants with account balances2012-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WOLFRAM RESEARCH, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01575
Total number of active participants reported on line 7a of the Form 55002011-01-01448
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01105
Total of all active and inactive participants2011-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01553
Number of participants with account balances2011-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WOLFRAM RESEARCH, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01411
Total number of active participants reported on line 7a of the Form 55002009-01-01392
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01468
Number of participants with account balances2009-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WOLFRAM RESEARCH, INC. 401(K) PLAN

Measure Date Value
2022 : WOLFRAM RESEARCH, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-9,133,106
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,026,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,006,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,984,002
Value of total assets at end of year2022-12-31$58,455,887
Value of total assets at beginning of year2022-12-31$70,615,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,324
Total interest from all sources2022-12-31$14,567
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,782,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,782,875
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,153,791
Participant contributions at end of year2022-12-31$299,680
Participant contributions at beginning of year2022-12-31$297,051
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,046
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$440
Other income not declared elsewhere2022-12-31$1,144
Administrative expenses (other) incurred2022-12-31$20,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,159,884
Value of net assets at end of year (total assets less liabilities)2022-12-31$58,455,887
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$70,615,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$56,500,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$68,989,003
Interest on participant loans2022-12-31$14,567
Value of interest in common/collective trusts at end of year2022-12-31$1,655,686
Value of interest in common/collective trusts at beginning of year2022-12-31$1,329,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,936,808
Net investment gain or loss from common/collective trusts2022-12-31$21,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$822,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,006,014
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31DUGAN & LOPATKA CPA'S PC
Accountancy firm EIN2022-12-31362886485
2021 : WOLFRAM RESEARCH, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,853,734
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,580,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,564,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,850,468
Value of total assets at end of year2021-12-31$70,615,771
Value of total assets at beginning of year2021-12-31$61,342,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,052
Total interest from all sources2021-12-31$14,302
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,330,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,330,241
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,044,237
Participant contributions at end of year2021-12-31$297,051
Participant contributions at beginning of year2021-12-31$270,268
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,877
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,377
Other income not declared elsewhere2021-12-31$5,982
Administrative expenses (other) incurred2021-12-31$16,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,273,037
Value of net assets at end of year (total assets less liabilities)2021-12-31$70,615,771
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$61,342,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$68,989,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$59,005,022
Interest on participant loans2021-12-31$14,302
Value of interest in common/collective trusts at end of year2021-12-31$1,329,717
Value of interest in common/collective trusts at beginning of year2021-12-31$2,067,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,632,991
Net investment gain or loss from common/collective trusts2021-12-31$19,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$793,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,563,268
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31DUGAN & LOPATKA CPA'S PC
Accountancy firm EIN2021-12-31362886485
2020 : WOLFRAM RESEARCH, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,453,502
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,008,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$999,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,135,434
Value of total assets at end of year2020-12-31$61,342,734
Value of total assets at beginning of year2020-12-31$47,897,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,575
Total interest from all sources2020-12-31$17,482
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,686,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,686,649
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,946,260
Participant contributions at end of year2020-12-31$270,268
Participant contributions at beginning of year2020-12-31$375,008
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$91,228
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$12,843
Other income not declared elsewhere2020-12-31$20,565
Administrative expenses (other) incurred2020-12-31$8,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,445,310
Value of net assets at end of year (total assets less liabilities)2020-12-31$61,342,734
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,897,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$59,005,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,240,136
Interest on participant loans2020-12-31$17,482
Value of interest in common/collective trusts at end of year2020-12-31$2,067,444
Value of interest in common/collective trusts at beginning of year2020-12-31$1,282,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,557,356
Net investment gain or loss from common/collective trusts2020-12-31$36,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,097,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$986,774
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DUGAN & LOPATKA CPA'S PC
Accountancy firm EIN2020-12-31362886485
2019 : WOLFRAM RESEARCH, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,651,343
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,076,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,058,365
Value of total corrective distributions2019-12-31$11,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,500,924
Value of total assets at end of year2019-12-31$47,897,424
Value of total assets at beginning of year2019-12-31$37,322,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,120
Total interest from all sources2019-12-31$20,053
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,403,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,403,502
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,710,883
Participant contributions at end of year2019-12-31$375,008
Participant contributions at beginning of year2019-12-31$320,718
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$114,306
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$17,338
Other income not declared elsewhere2019-12-31$1,950
Administrative expenses (other) incurred2019-12-31$7,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,574,477
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,897,424
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,322,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,240,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,706,764
Interest on participant loans2019-12-31$20,053
Value of interest in common/collective trusts at end of year2019-12-31$1,282,280
Value of interest in common/collective trusts at beginning of year2019-12-31$1,295,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,695,719
Net investment gain or loss from common/collective trusts2019-12-31$29,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$675,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,041,027
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HUGHES, CAMERON & COMPANY, LLC
Accountancy firm EIN2019-12-31811016198
2018 : WOLFRAM RESEARCH, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,321,350
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,563,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,555,157
Value of total corrective distributions2018-12-31$1,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,361,768
Value of total assets at end of year2018-12-31$37,322,947
Value of total assets at beginning of year2018-12-31$37,565,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,072
Total interest from all sources2018-12-31$18,390
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,531,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,531,796
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,626,068
Participant contributions at end of year2018-12-31$320,718
Participant contributions at beginning of year2018-12-31$276,004
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,182
Other income not declared elsewhere2018-12-31$18,167
Administrative expenses (other) incurred2018-12-31$7,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-242,499
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,322,947
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,565,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,706,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,961,323
Interest on participant loans2018-12-31$18,390
Value of interest in common/collective trusts at end of year2018-12-31$1,295,465
Value of interest in common/collective trusts at beginning of year2018-12-31$1,328,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,633,333
Net investment gain or loss from common/collective trusts2018-12-31$24,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$722,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,555,157
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HUGHES, CAMERON & COMPANY, LLC
Accountancy firm EIN2018-12-31811016198
2017 : WOLFRAM RESEARCH, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,722,883
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,373,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,342,000
Value of total corrective distributions2017-12-31$24,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,077,739
Value of total assets at end of year2017-12-31$37,565,446
Value of total assets at beginning of year2017-12-31$30,215,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,650
Total interest from all sources2017-12-31$11,362
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,117,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,117,485
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,281,983
Participant contributions at end of year2017-12-31$276,004
Participant contributions at beginning of year2017-12-31$205,871
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$280,162
Other income not declared elsewhere2017-12-31$2,016
Administrative expenses (other) incurred2017-12-31$6,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,349,761
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,565,446
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,215,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,961,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,009,814
Interest on participant loans2017-12-31$11,362
Value of interest in common/collective trusts at end of year2017-12-31$1,328,119
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,492,561
Net investment gain or loss from common/collective trusts2017-12-31$21,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$515,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,342,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HUGHES, CAMERON & COMPANY LLC
Accountancy firm EIN2017-12-31811016198
2016 : WOLFRAM RESEARCH, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,164,082
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,121,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,084,688
Value of total corrective distributions2016-12-31$31,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,869,151
Value of total assets at end of year2016-12-31$30,215,685
Value of total assets at beginning of year2016-12-31$26,173,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,834
Total interest from all sources2016-12-31$9,125
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$840,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$840,179
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,183,942
Participant contributions at end of year2016-12-31$205,871
Participant contributions at beginning of year2016-12-31$103,229
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,122
Other income not declared elsewhere2016-12-31$776
Administrative expenses (other) incurred2016-12-31$5,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,042,110
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,215,685
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,173,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,009,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,070,346
Interest on participant loans2016-12-31$9,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,444,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$666,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,084,688
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HUGHES, CAMERON & COMPANY LLC
Accountancy firm EIN2016-12-31811016198
2015 : WOLFRAM RESEARCH, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,306,930
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$684,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$652,690
Value of total corrective distributions2015-12-31$26,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,412,891
Value of total assets at end of year2015-12-31$26,173,575
Value of total assets at beginning of year2015-12-31$24,551,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,590
Total interest from all sources2015-12-31$7,338
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$966,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$966,605
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,836,799
Participant contributions at end of year2015-12-31$103,229
Participant contributions at beginning of year2015-12-31$245,563
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$42,029
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$560
Other income not declared elsewhere2015-12-31$638
Administrative expenses (other) incurred2015-12-31$5,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,622,110
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,173,575
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,551,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,070,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,305,902
Interest on participant loans2015-12-31$7,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,080,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$534,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$652,130
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HUGHES, CAMERON & COMPANY LLC
Accountancy firm EIN2015-12-31811016198
2014 : WOLFRAM RESEARCH, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,829,852
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,518,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,478,492
Value of total corrective distributions2014-12-31$34,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,129,470
Value of total assets at end of year2014-12-31$24,551,465
Value of total assets at beginning of year2014-12-31$22,239,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,190
Total interest from all sources2014-12-31$9,925
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$967,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$967,270
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,593,130
Participant contributions at end of year2014-12-31$245,563
Participant contributions at beginning of year2014-12-31$210,537
Other income not declared elsewhere2014-12-31$631
Administrative expenses (other) incurred2014-12-31$5,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,311,562
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,551,465
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,239,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,305,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,945,630
Interest on participant loans2014-12-31$9,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$722,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$536,340
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$83,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,478,492
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CAMERON, SMITH & COMPANY
Accountancy firm EIN2014-12-31371364841
2013 : WOLFRAM RESEARCH, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,817,563
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,345,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,309,442
Value of total corrective distributions2013-12-31$30,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,975,551
Value of total assets at end of year2013-12-31$22,239,903
Value of total assets at beginning of year2013-12-31$17,767,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,305
Total interest from all sources2013-12-31$9,265
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$614,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$614,807
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,474,547
Participant contributions at end of year2013-12-31$210,537
Participant contributions at beginning of year2013-12-31$214,933
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$197
Other income not declared elsewhere2013-12-31$5,792
Administrative expenses (other) incurred2013-12-31$5,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,472,548
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,239,903
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,767,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,945,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,510,309
Interest on participant loans2013-12-31$9,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,212,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$500,807
Employer contributions (assets) at end of year2013-12-31$83,736
Employer contributions (assets) at beginning of year2013-12-31$42,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,309,442
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CAMERON, SMITH & COMPANY
Accountancy firm EIN2013-12-31371364841
2012 : WOLFRAM RESEARCH, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,982,756
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,196,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,189,430
Value of total corrective distributions2012-12-31$2,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,015,878
Value of total assets at end of year2012-12-31$17,767,355
Value of total assets at beginning of year2012-12-31$14,981,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,835
Total interest from all sources2012-12-31$8,491
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$440,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$440,565
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,459,808
Participant contributions at end of year2012-12-31$214,933
Participant contributions at beginning of year2012-12-31$199,290
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$55,404
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$61,132
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$3,003
Other income not declared elsewhere2012-12-31$14,671
Administrative expenses (other) incurred2012-12-31$4,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,785,880
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,767,355
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,981,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,510,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,683,565
Interest on participant loans2012-12-31$8,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,503,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$494,938
Employer contributions (assets) at end of year2012-12-31$42,113
Employer contributions (assets) at beginning of year2012-12-31$43,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,186,427
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CAMERON, SMITH & COMPANY
Accountancy firm EIN2012-12-31371364841
2011 : WOLFRAM RESEARCH, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,078,339
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$711,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$691,104
Value of total corrective distributions2011-12-31$15,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,025,957
Value of total assets at end of year2011-12-31$14,981,475
Value of total assets at beginning of year2011-12-31$13,614,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,736
Total interest from all sources2011-12-31$9,228
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$308,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$308,754
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,500,018
Participant contributions at end of year2011-12-31$199,290
Participant contributions at beginning of year2011-12-31$194,562
Participant contributions at end of year2011-12-31$55,404
Participant contributions at beginning of year2011-12-31$49,593
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$30,458
Other income not declared elsewhere2011-12-31$2,337
Administrative expenses (other) incurred2011-12-31$4,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,367,018
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,981,475
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,614,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,683,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,330,513
Interest on participant loans2011-12-31$9,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-267,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$495,481
Employer contributions (assets) at end of year2011-12-31$43,216
Employer contributions (assets) at beginning of year2011-12-31$39,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$691,104
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CAMERON, SMITH & COMPANY
Accountancy firm EIN2011-12-31371364841
2010 : WOLFRAM RESEARCH, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,287,317
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$233,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$229,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,825,904
Value of total assets at end of year2010-12-31$13,614,457
Value of total assets at beginning of year2010-12-31$10,560,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,890
Total interest from all sources2010-12-31$10,861
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$253,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$253,171
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,338,528
Participant contributions at end of year2010-12-31$194,562
Participant contributions at beginning of year2010-12-31$203,484
Participant contributions at end of year2010-12-31$49,593
Participant contributions at beginning of year2010-12-31$40,119
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$50,996
Administrative expenses (other) incurred2010-12-31$3,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,054,133
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,614,457
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,560,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,330,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,284,427
Interest on participant loans2010-12-31$10,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,197,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$436,380
Employer contributions (assets) at end of year2010-12-31$39,789
Employer contributions (assets) at beginning of year2010-12-31$32,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$229,294
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CAMERON, SMITH & COMPANY
Accountancy firm EIN2010-12-31371364841

Form 5500 Responses for WOLFRAM RESEARCH, INC. 401(K) PLAN

2022: WOLFRAM RESEARCH, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WOLFRAM RESEARCH, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WOLFRAM RESEARCH, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WOLFRAM RESEARCH, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WOLFRAM RESEARCH, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WOLFRAM RESEARCH, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WOLFRAM RESEARCH, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WOLFRAM RESEARCH, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WOLFRAM RESEARCH, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WOLFRAM RESEARCH, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WOLFRAM RESEARCH, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WOLFRAM RESEARCH, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WOLFRAM RESEARCH, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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